Nancy Lieberman Charities FY2020 filing

Tax-deductible

Plano, TX501(c)(3)EducationEIN 36-4642743Revenue $1.9M in FY2020

On file with the IRSnancyliebermancharities.org5756 Quebec Ln, 75024-2904 · Plano, TXTax-exempt since Apr 2013Publicly supported charity — 170(b)(1)(A)(vi)

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To provide a healthy physical, emotional, and mental environment for young girls and boys.

501(c)(3) charity; gifts are tax-deductible.
82¢ of each $1 spent went to programs.
$181K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $203K a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
82%
of spending
Looks good: 82% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$181K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
16 mo
of spending, in cash
Looks good: 15.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $136K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$686K
26% of total assets
Looks good: liabilities are 26% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 15 voting members
Looks good: 14 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.9M
Spent
$1.0M
To programs
82%
Net assets
$1.9M
By yearFY2020–FY2024
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$1.3M
FY2022$1.3M
FY2023$1.3M
FY2024$1.2M
Expenses
$1.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.0M
FY2021$1.2M
FY2022$1.2M
FY2023$1.4M
FY2024$1.1M
Net assets
$1.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.9M
FY2021$2.1M
FY2022$2.2M
FY2023$2.1M
FY2024$2.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Exemption reinstated (2011-05-15). Per the IRS revocation list. Latest filing on record: FY2024. IRS ruling in Apr 2013.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

82 cents of each dollar spent went to programs.

Program services 82% · $827K Management & general 7% · $71K Fundraising 11% · $113K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990; $181K paid to officers and key staff.

Part VII, Section A · reportable compensation
$135,417Pt VII · Sec A
$45,224Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Nancy Lieberman’s $155K as President is at the 67th percentile of top reported officer pay among 3394 $1–10M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Nancy Lieberman$155,000$135,000$130,000$114,583$135,417
Traci Choate$88,305$71,000$66,000——
Carla Rosenberg———$51,484$45,224

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Nancy Lieberman Charities executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Nurtures young girls and boys in a healthy physical, emotional, and mental environment.

Provided by the organization

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2 programs · $827K · in their own filed words · FY2020
01

To increase educational opporunties and provide relief for underprivileged children.

$827Kprogram expense
02

To provide support to other charitable organizations.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 4 funders$136K
See all 4 funders →
Grants paid · 19 grants · $720K · 2020–2024
Unitemized GrantFY2024$100,000
Unitemized GrantFY2023$100,000
Cystic Fibrosis FoundationMD · FY2023$15,658
Unitemized GrantFY2022$100,000
Unitemized GrantFY2021$134,791
Unitemized GrantFY2021$57,191
Dallas Baptist UniversityTX · FY2021$10,000
Brewton Parker CollegeFY2021$5,006
Unitemized GrantFY2020$150,711
Unitemized GrantFY2020$14,909
Cystic Fibrosis FoundationMD · FY2020$7,000
Premier Autos of DallasFY2020$6,650
Naismith Memorial Hall of FameFY2020$2,500
Feeding AmericaIL · FY2020$2,000
PledgeitorgFY2020$1,120
Old Dominion Athletic FundFY2020$1,000
See all 19 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Gifts and grantsLn 1h$2.1M
Investment incomeLn 3$8K
Money outPt IX
$1.0M
Ln 25
Programscol B$827K
Managementcol C$71K
Fundraisingcol D$113K
Owns and owesPt X
$1.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.3M
Total assetsLn 16$2.6M
LiabilitiesLn 26$686K
PeoplePt VI, VII
15
listed · VII A
PaidVII A2
Voting boardVI 1a15
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.1M
Government grantsLn 1e$10K
Noncash giftsLn 1g$57K
Fundraising eventsLn 1c$943K
Investment incomeLn 3$8K
Gains on assetsLn 7−$2K
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$20K
SavingsLn 2$1.3M
Cash and savings togetherLn 1–2$1.3M
Land, buildings, equipmentLn 10c$7K
Other assetsLn 15$25K
Total assetsLn 16$2.6M
LiabilitiesLn 26$686K
Net assetsLn 32$1.9M
OperationsPt I, VI
EmployeesI 51
VolunteersI 668
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.2M$1.3M
Land, buildings, equipmentLn 10c$8K$7K
Total assetsLn 16$2.0M$2.6M
LiabilitiesLn 26$892K$686K
Net assetsLn 32$1.1M$1.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$21K$21K
Grants to domestic individualsLn 2$166K$166K
Other salaries and wagesLn 7$261K$209K$28K$24K
Legal feesLn 11b$7K$7K
Advertising and promotionLn 12$76K$9K$67K
Office expensesLn 13$18K$17K$842
OccupancyLn 16$17K$17K
TravelLn 17$10K$5K$1K$3K
Depreciation, depletion and amortizationLn 22$2K$2K
InsuranceLn 23$11K$11K
Other expenses (24a–d)Ln 24$415K$400K$4K$11K
All other expensesLn 24e$7K$7K
Total functional expensesLn 25$1.0M$827K$71K$113K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$1.1M$84K$2.2M 990 PDF
FY2023 $1.3M$1.4M−$120K$2.1M 990 PDF
FY2022 $1.3M$1.2M$75K$2.2M 990 PDF
FY2021 $1.3M$1.2M$107K$2.1M 990 PDF
FY2020 Viewing $1.9M$1.0M$869K$1.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,880,737 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,033,822$2,100,777
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $10,267$7,967
I-11 Other revenuePrior year −$279,117−$228,007
I-12 Total revenuePrior year $1,764,972$1,880,737
I-13 Grants and similar amounts paidPrior year $246,228$186,890
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $184,259$261,245
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $988,988$563,259
I-18 Total expensesPrior year $1,419,475$1,011,394
I-19 Revenue less expensesPrior year $345,497$869,343
Part VI · Governance 14 of 15 board members independent, 4 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members14
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $1,880,737 across 9 lines filed
VIII-1c Fundraising events$942,642
VIII-1e Government grants$10,100
VIII-1f All other contributions, gifts and grants$1,148,035
VIII-1g Noncash contributions (included above)$56,930
VIII-1h Total contributions, gifts and grants$2,100,777
VIII-3 Investment incomeExcluded from tax $10,063$10,063
VIII-7 Net gain or loss on sales of assetsRelated to mission −$2,096−$2,096
VIII-8 Net income from fundraising eventsExcluded from tax −$228,007−$228,007
VIII-12 Total revenueRelated to mission −$2,096 · Unrelated business $0 · Excluded from tax −$217,944$1,880,737
Part IX · Statement of functional expenses $1,011,394 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $21,270$21,270
IX-2 Grants to domestic individualsPrograms $165,620$165,620
IX-7 Other salaries and wagesPrograms $209,249 · Management $27,996 · Fundraising $24,000$261,245
IX-11b Legal feesManagement $7,258$7,258
IX-12 Advertising and promotionPrograms $8,938 · Fundraising $67,160$76,098
IX-13 Office expensesManagement $16,787 · Fundraising $842$17,629
IX-16 OccupancyPrograms $17,400$17,400
IX-17 TravelPrograms $5,143 · Management $1,395 · Fundraising $3,271$9,809
IX-22 Depreciation, depletion and amortizationManagement $1,802$1,802
IX-23 InsuranceManagement $11,434$11,434
IX-24 Other expenses (24a–d)Programs $399,640 · Management $4,372 · Fundraising $11,076$415,088
IX-24e All other expensesFundraising $6,741$6,741
IX-25 Total functional expensesPrograms $827,260 · Management $71,044 · Fundraising $113,090$1,011,394
Part X · Balance sheet $2,630,632 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $10,904$20,273
X-2 Savings and temporary cash investmentsStart of year $1,205,834$1,307,967
X-3 Pledges and grants receivableStart of year $705,435$1,245,986
X-9 Prepaid expenses and deferred chargesStart of year $32,176$24,128
X-10c Land, buildings and equipment, netStart of year $8,426$7,278
X-15 Other assetsStart of year $0$25,000
X-16 Total assetsStart of year $1,962,775$2,630,632
X-17 Accounts payable and accrued expensesStart of year $23,320$110,851
X-19 Deferred revenueStart of year $868,382$575,200
X-26 Total liabilitiesStart of year $891,702$686,051
X-27 Net assets without donor restrictionsStart of year $588,529$952,903
X-28 Net assets with donor restrictionsStart of year $482,544$991,678
X-32 Total net assets or fund balancesStart of year $1,071,073$1,944,581
X-33 Total liabilities and net assetsStart of year $1,962,775$2,630,632
Part XI · Reconciliation of net assets $1,944,581 net assets at year end
XI-1 Total revenue$1,880,737
XI-2 Total expenses$1,011,394
XI-3 Revenue less expenses$869,343
XI-4 Net assets at start of year$1,071,073
XI-5 Net unrealized gains (losses) on investments$4,166
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,944,581

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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